Creating & Managing 'Final Report' Workflows for Audit Categories

 

 

Click on 'Settings >Administration >Configuration'. Next click on the 'workflows' tab. 

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From the dropdown menu, select Audit Report: Publish Final Report.

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Select an audit category from the next dropdown menu.

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Fill in all workflow information.

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1. Step Name: Fill in the workflow step name

2. Reason Code: Select a reason code from the dropdown

3. Step Delegation: Select either "yes" or "no"

4. Authorized Groups (Roles) & Users: Select individuals or roles. Multiple roles and individuals can be added as authorized personnel.

5. Add Workflow Step: Additional workflow steps are added here, if needed. 

 

For all workflow steps, please click save changes when finished to save it successfully. 

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